Private wealth advisors, Michael Brezovec and Scott Katzenbarger, joined UPSTREAM Investment Partners in June 2023. Mike has been in the financial industry for 31 years, and Scott for 29 years. Their Operations Manager, Kimberly Friedman, has been supporting their team since 2011.
Their team is passionate about helping individuals, families, and businesses achieve financial clarity, security, and long-term prosperity. With deep expertise across cash flow management, tax-efficient financial planning, and strategic investment management, we offer a comprehensive, personalized approach to your financial future.
Their team is built on integrity, transparency, and a commitment to putting our clients’ interests first. We combine decades of experience in finance, tax, and investment management with cutting-edge tools and insights to deliver results that matter. Whether you’re planning for retirement, growing your wealth, or navigating complex financial decisions, we’re here to guide you every step of the way.